1
Create a request
Use a template or checklist for that client type. Set a due date and send method.
For independent tax preparers and small firms
Stop collecting tax documents through email, text, and WhatsApp.
Send one secure intake link, request the right documents, and keep every client organized in one place—without chasing files across your inbox.
No client login required
Secure upload links
Built for tax workflows
Clients can upload from any device. You stay in control of requests, files, and follow-up.
The problem
Most tax document collection is still messy, manual, and harder than it should be.
When clients send files through random channels, the preparer becomes the system. That does not scale—and it does not look professional.
Texts, WhatsApp, and random emails
You waste time tracking documents across different apps instead of reviewing returns.
Attachments everywhere
Duplicate PDFs, wrong tax years, and missing pages turn simple intake into cleanup work.
Missing forms and follow-ups
You keep the checklist in your head and spend your day asking clients for what is still missing.
Sensitive info in the wrong places
SSNs and bank details should not be casually sent through plain email threads or text conversations.
Too much chasing
Reminder calls and “just checking in” messages eat hours every week during tax season.
No consistent process
Clients guess what to send, and you explain the same document list over and over again.
TaxLockr gives you one secure request flow per client: the right checklist, one upload link, clear status tracking, and a cleaner experience on both sides.
How it works
Structured enough to save time. Simple enough for clients to use.
No client portal complexity. No long setup. Just a cleaner tax intake workflow.
2
Send one secure link
Clients receive a branded request by email or text with everything in one place.
3
They upload and respond
Clients submit documents and intake details through a guided flow on any device.
4
You stay organized
Requests, uploaded files, missing items, and progress all show up in one workspace.
Inside the product
What the product actually looks like.
Real UI, not decorative illustrations—so a preparer can quickly decide whether this fits their workflow.
Client upload experience
Upload tax documents securely
PDF, images, and common document formats
- W-2 from employer
- 1099-INT / DIV
- Brokerage 1099-B
- Prior-year return
Clients do not need to log in just to send files. That matters.
Requests workspace
| Client | Status | Due |
|---|---|---|
| A. Morrison | Complete | — |
| S. Okonkwo | In progress | Apr 12 |
| L. Reeves | Missing docs | Apr 5 |
You can see who is done, who is still working, and who needs follow-up—fast.
Client records
| Name | Last request |
|---|---|
| Patel, J. | Mar 28 |
| Garcia, M. | Mar 26 |
| Kim & Son LLC | Mar 22 |
| Webb, R. | Mar 19 |
History matters. You should be able to find what a client sent last year without hunting for it.
Why it converts better than “just email it to me”
Built for how tax preparers actually work.
Not a bloated practice-management suite. Not another inbox. A cleaner intake system.
Less chasing, more reviewing
Clear request status and missing-document visibility cut down on constant follow-up.
One place for every request
Requests, uploaded files, intake details, and activity live together instead of across multiple apps.
A more professional client experience
You look organized and deliberate instead of asking clients to text over sensitive documents.
Cleaner handling of sensitive data
Structured intake is a stronger process than hoping clients send the right information the right way.
Works for solo preparers and small firms
Start simple, then grow into templates, bulk requests, and team workflows as needed.
Designed around tax season pressure
The product helps you see what needs attention first instead of forcing you to remember everything manually.
Professional signals
Trust matters when clients are sending tax information.
Secure client data handling
A stronger alternative to tax documents floating through plain text channels.
Built for tax professionals
Focused on document collection, intake, and request management—not generic file storage.
No client login required
Lower friction for clients means fewer excuses and faster submissions.
Works on any device
Clients can complete requests from a phone, tablet, or desktop without extra setup.
What preparers say
Real feedback from people who live in tax season.
Independent preparers and small firms—focused on fewer headaches at intake time.
★★★★★
I used to juggle texts, email, and random screenshots for W-2s. Now there is one link, one checklist, and I can see what is still missing without digging through threads.
★★★★★
Season launch saved me from sending the same “here is what I need” email dozens of times. Everyone got the right template in one pass, and I could tell who still owed docs.
★★★★★
Clients prefer a simple upload link over another password they forget by March. Files land in one place, and my assistant can check status without looping me in on every follow-up.
Pricing
Start free. Upgrade as you grow.
No credit card required. Paid plans available when you need more clients or features.
Contact
Questions before you sign up?
Send a note—we read every message. No spam, no pressure.
Tell us what you are trying to fix—messy client uploads, season launch, reminders, or something else—and we will get back to you by email.
Prefer to explore first? Create a free workspace.
Questions a preparer will actually ask
Common objections, answered clearly.
Do my clients need an account?
No. They receive a secure request link and can upload directly from there.
Is this full tax software?
No. This is for intake, document collection, and request tracking—not return preparation.
What if I have different client types?
That is what templates are for. W-2 clients, family returns, and business owners can each get the right request flow.
What problem does this actually solve?
It replaces messy document collection and unstructured follow-up with one system that is easier for you and clearer for clients.